Here Are My Top 3 Tech Stocks to Buy Now
Here Are My Top 3 Tech Stocks to Buy Now
Second on my list would be The S&P/TSX Composite Index is up 2.5% this month amid a post-election rally. Donald Trump's pro-growth policies have made investors optimistic, boosting equity markets. Amid improving investor sentiments, let's look at three technology stocks that can deliver superior returns over the next three years.
tsx綜合指數本月上漲了2.5%，在選舉後的反彈中。特朗普的增長政策讓投資者充滿樂觀，推動了股票市場。在投資者情緒改善之際，讓我們看看未來三年可以帶來超凡回報的三隻科技股。
WELL Health Technologies
截至本文撰寫，WELL Health股票以4.79美元每股的價格交易，比其52周低點上漲了40%。
WELL Health Technologies (TSX:WELL) posted impressive third-quarter performance last week, with its revenue and adjusted EBITDA (earnings before interest, tax, depreciation, and amortization) growing by 23% and 10%, respectively. After posting its third-quarter performance, the company's management has also raised its 2024 guidance. Besides, management has stated that its healthy financial position could support its organic growth and acquisitions. So it won't need to dilute its shares further.
上週，WELL健康科技（TSX：WELL）發佈了令人印象深刻的第三季度業績，營業收入和調整後的EBITDA（利息、稅項、折舊和攤銷前利潤）分別增長了23%和10%。發佈第三季度業績後，公司管理層還提高了2024年的預測指引。此外，管理層表示，健康的資金狀況可以支持其有機增長和收購。因此，公司不會進一步稀釋其股份。
Meanwhile, the demand for WELL Health's products and services is rising amid the growing popularity of virtual healthcare services and increased usage of software solutions in the healthcare sector. The company is investing in artificial intelligence (AI) to develop innovative products that could meet the needs of healthcare professionals. Further, the health services provider continues expanding its footprint and has acquired three clinics in British Columbia. It is also working on acquiring four diagnostic imaging clinics in Alberta, while 17 more signed letters of intent or definitive acquisition agreements are pending. Considering its growth prospects and improving profitability amid cost-cutting initiatives, I expect the uptrend in WELL Health's stock price to continue, thus making it an excellent buy.
與此同時，隨着虛擬醫療服務的日益普及和在醫療領域軟件解決方案使用增加，WELL健康的產品和服務需求正在上升。公司正在投資於人工智能（AI）以開發創新產品，以滿足醫療專業人員的需求。此外，這家衛生服務提供商繼續擴大其版圖，在不列顛哥倫比亞省收購了三家診所。同時，該公司正在收購阿爾伯塔省的四家影像診所，同時還有17家簽署的意向書或最終收購協議待完成。考慮到其增長前景和在成本削減舉措中不斷改善的盈利能力，我預計WELL健康的股價上升趨勢將繼續，從而成爲一家非常不錯的買入股。
Lightspeed Commerce
利特斯派德商務
Second on my list would be Lightspeed Commerce (TSX:LSPD), which also reported a healthy second-quarter performance for fiscal 2025 last week. Its revenue rose 20% year-over-year to $277.2 million amid 33% growth in transaction-based revenue and 6% growth in subscription revenue. The point-of-sale (POS) and e-commerce software provider reported an adjusted EBITDA of $14 million, a substantial improvement from $0.2 million in the previous year's quarter. It also generated $1.6 million of adjusted free cash flows compared to $17.2 million of cash used in last year's quarter. The company had $659 million of cash and cash equivalents at the end of the quarter. So, its financial position looks healthy to fund its growth initiatives.
我清單中的第二家公司將是Lightspeed Commerce（TSX：LSPD），該公司上週報告了財政2025年第二季度的業績良好。其營業收入按年增長20%至2.77億美元，交易型營業收入增長33%，訂閱收入增長6%。這家銷售點（POS）和電子商務軟件提供商報告的調整後的EBITDA爲1400萬美元，較上一年同期的20萬美元有了實質性改善。它還產生了160萬美元的調整後自由現金流，相比之下，去年同期使用了1720萬美元現金。公司在季末擁有65900萬美元的現金及現金等價物。因此，其財務狀況看起來健康，可以支持其增長計劃。
Meanwhile, Lightspeed continues to expand its customer base with several customer wins during the quarter. Supported by its unified POS and payment offerings and growth in high GTV (gross transaction value) customer locations, the company's average revenue per user (ARPU) increased by 24% to $527. Year-over-year, customer locations with GTV of $500,000/year and $1 million/year increased by 1% and 2%, respectively. Besides, the company continues to develop and launch innovative products that could strengthen Lightspeed's footprint and drive its financials in the coming years.
與此同時，Lightspeed繼續擴大其客戶群，季度內取得了幾個客戶的勝利。受到統一的pos和支付服務的支持，以及高GTV（總交易金額）客戶地點的增長，公司的每用戶平均收入（ARPU）增長了24%，達到527美元。與去年同期相比，GTV爲50萬美元/年和100萬美元/年的客戶地點分別增加了1%和2%。此外，該公司繼續開發和推出創新產品，這將有助於增強Lightspeed的市場影響力，並推動未來幾年的財務表現。
Since reporting its second-quarter performance, Lightspeed's stock price has increased by over 8%. However, it trades substantially lower compared to its 2021 highs. Besides, the company's valuation looks attractive, with its NTM (next 12 months) price-to-sales multiple at 2.2. Considering all these factors, I am bullish on Lightspeed.
自報告第二季度業績以來，Lightspeed的股價已上漲超過8%。然而，與其2021年的高點相比，股價出現了大幅下跌。此外，該公司的估值看起來很有吸引力，其NTM（未來12個月）銷售倍數爲2.2。考慮到所有這些因素，我對Lightspeed持樂觀態度。
Docebo
docebo
Docebo (TSX:DCBO) is another stock that reported a solid third-quarter performance last week, beating its guidance. Its revenue grew 19% during the quarter to $55.4 million, with 95% coming from subscriptions. The addition of 266 customers over the last four quarters and expansion of its average contract value by 9.8% to $54,271 boosted its sales. Its gross margin remained in line with the previous year's quarter at 81.1%. Meanwhile, its adjusted net income grew 66% year-over-year to $8.3 million.
Docebo（tsx:DCBO）是另一家報告上週取得出色第三季度業績的股票，超出了其預期。其季度營收增長19%，達到5540萬美元，其中95%來自訂閱服務。在過去四個季度內新增了266名客戶，並將平均合同價值提高了9.8%，達到54,271美元，推動了其銷售。其毛利率保持在81.1%的水平，與去年同期持平。與此同時，其調整後淨利潤同比增長66%，達到830萬美元。
Moreover, the learning management system (LMS) market is expanding, and analysts are projecting it to grow at double digits for the rest of this decade. Amid the expanding addressable market, Docebo is developing AI-powered products to strengthen its market share. It recently released AI-driven applications and enhanced analytics at the 'Docebo Inspire' event. Considering its growth prospects, I expect the uptrend in the company's financials and stock price to continue.
此外，學習管理系統（LMS）市場正在擴大，分析師預計在本年代的其餘部分將以兩位數增長。在不斷擴大的可尋址市場中，Docebo正在開發人工智能驅動的產品，以增強其市場份額。它最近在「Docebo Inspire」活動上發佈了人工智能驅動的應用程序和增強型分析。考慮到其增長前景，我預計該公司的財務狀況和股價的上升趨勢將繼續。
譯文內容由第三人軟體翻譯。